TwinBeech Capital’s Kimco Realty KIM Stock Holding History

TwinBeech Capital’s Portfolio KIM Stock Details KIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-31,638	Closed	-$691K	–	731
2025 Q3	$691K	Sell	31,638 -116,001	-79%	-$2.52M	0.03%	358
2025 Q2	$3.1M	Buy	+147,639	New	+$3.06M	0.07%	265
2025 Q1	–	Sell	-212,406	Closed	-$4.98M	–	837
2024 Q4	$4.98M	Buy	+212,406	New	+$5.14M	0.09%	224
2024 Q2	–	Sell	-19,737	Closed	-$387K	–	675
2024 Q1	$387K	Buy	+19,737	New	+$393K	0.01%	471
2023 Q3	–	Sell	-102,750	Closed	-$2.03M	–	773
2023 Q2	$2.03M	Buy	+102,750	New	+$1.94M	0.04%	375
2023 Q1	–	Sell	-101,681	Closed	-$2.15M	–	752
2022 Q4	$2.15M	Buy	+101,681	New	+$2.14M	0.04%	429
2022 Q3	–	Sell	-56,115	Closed	-$1.11M	–	725
2022 Q2	$1.11M	Buy	+56,115	New	+$1.29M	0.05%	309
2021 Q4	–	Sell	-50,465	Closed	-$1.05M	–	691
2021 Q3	$1.05M	Buy	+50,465	New	+$1.08M	0.07%	324

Other funds holding KIM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return